SAX WEALTH ADVISORS, LLC

Position in MO — Altria Group, Inc.

CIK 1846150 PARSIPPANY, NJ

Position in MO

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$535,595

+$183,935 QoQ

Shares Held

7,444

+39.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#1,464

of 2,535 holders

Holding Since

Dec 2020

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

SAX WEALTH ADVISORS, LLC holds $2,669,247 across 2 Tobacco names. MO ranks #2 (20.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	PM	Philip Morris International Inc.	11,794	$2,133,652
2	MO	Altria Group, Inc. This page	7,444	$535,595

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$535,595	7,444	+39.7%	Shares	Sole	2026-07-09
2026-03-31	$351,660	5,329	0.0%	Shares	Sole	2026-04-08
2025-12-31	$307,270	5,329	+1.3%	Shares	Sole	2026-01-12
2025-09-30	$347,541	5,261	+2.8%	Shares	Sole	2025-10-20
2025-06-30	$300,126	5,119	+1.4%	Shares	Sole	2025-07-23
2025-03-31	$302,980	5,048	-19.2%	Shares	Sole	2025-05-14
2024-03-31	$272,450	6,246	-9.9%	Shares	Sole	2024-05-14
2023-12-31	$279,636	6,932	-46.2%	Shares	Sole	2024-02-14
2023-09-30	$541,940	12,888	+1.6%	Shares	Sole	2023-11-07
2023-06-30	$574,630	12,685	+0.1%	Shares	Sole	2023-08-11
2023-03-31	$565,513	12,674	+5.9%	Shares	Sole	2023-05-05
2022-12-31	$546,828	11,963	-2.6%	Shares	Sole	2023-02-06
2022-09-30	$495,826	12,279	+0.1%	Shares	Sole	2022-11-08
2022-06-30	$512,392	12,267	+6.4%	Shares	Sole	2022-08-11
2022-03-31	$602,547	11,532	-5.1%	Shares	Sole	2022-08-11
2021-12-31	$576,120	12,157	+5.4%	Shares	Sole	2022-02-07
2021-09-30	$524,982	11,533	+9.5%	Shares	Sole	2021-12-10
2021-06-30	$502,213	10,533	+45.1%	Shares	Sole	2021-08-12
2021-03-31	$371,319	7,258	+35.5%	Shares	Sole	2021-05-14
2020-12-31	$219,637	5,357	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.